Compass Financial Services Inc Spdr Portfolio S&P 500 Value E Transaction History
Compass Financial Services Inc
- $226 Billion
- Q3 2025
A detailed history of Compass Financial Services Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Compass Financial Services Inc holds 8,268 shares of SPYV stock, worth $464,413. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,268
Previous 8,257
0.13%
Holding current value
$464,413
Previous $432 Million
5.85%
% of portfolio
0.2%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,179Shares Held
475MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP19.3MShares$1.08 Billion4.86% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio